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Allman & Allman, Apac
“Service is prompt, friendly and both Federal and State taxes are filed electronically, file copies are orderly and any questions are answered courteously.”
Best Financial Advisors in Cathedral City, CA
The highest-rated Financial Planning & Wealth Management companies out of 102 vetted & reviewed in the Cathedral City area.
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Jonathan and Associates
“Had to take a moment to say what a great experience my husband and I have had with Jonathan and Associates.”
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Brown & Weinstein Tax & Finance Group
“We are a full-service Accounting firm licensed in CA. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”
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O'Brien & Panchuk
“Finances have always been something I was afraid of, but as a single mom and a business owner, I needed a strong, reliable and professional company to help me handle these things.”
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The Practice Cpas
“The Practice is a professional accounting office that helped me restructure my company and turn it into profitability.”
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Desert Financial Planning
Fee Schedule, Services Offered
“Since that time, I have had several meetings with Nolan which have served a number of purposes including my retirement expectations and longer-term estate planning.”
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Marcia Bloemendaal - Raymond James
Services, Services
“Excellent advisor!”
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My Money My Freedom
- Future
- Learn
- Retirement
“My favorite part of her program is that when you're on a live webcast with her you can pose any question you want and she'll answer it even when you're researching a stock and still unsure She will research it on the spot and share her screen in fron...”
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CB Wealth Management Group
Featured Links, Events, Tell A Friend
“What a wonderful experience.”
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Mitm Business Consultants
Management, Business Brokers, Business Credit
“She scheduled me the same day to meet with Art which was surprising because I had been hearing all day from the banks to schedule an appointment weeks from now just to get some questions answered.”
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Bluhe Shire
“I use bluhe for banking needs, they are really quick and professional”
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Bean Counter Bookkeeping
Bookkeeping, Accounting, Start a Business
“Kevin has also offered alternative solutions to various problems which have been extremely helpful.”
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Eureka Wealth Management
“Matthew gives the personal professional attention everyone would want from a financial adviser.”
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Heslin Wealth Management
“Sean is the best in the business!”
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DJK CPA
Business Services, Individuals and Families, Wealth Management
“He is responsive,always looking to get the best results for you and goes out of his way to provide suggestions that can save you money.”
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Finerty Fiduciary Services
Power of Attorney, Trustee, Pets
“After two years of investigative work and accounting, Cindy was able find and inventory (154 pages) of all assets and make our half of the multi million dollar estate whole again and hold the original dishonest trustee liable for what was stolen.”
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Corecred Credit Repair
- Home
“As our business is growing and we are setting up new credit accounts I had many questions regarding Tax ID# , Business credit and Personal Credit, Raul has been my go to.”
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Franz Tatum Wealth Management
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LPL Financial
Financial Planning, Estate Planning, Insurance Planning and Risk Management
“Our financial planning and wealth management advice may pertain to any of the following types of investment, risk management or insurance-based solutions.”
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Haskell Wealth Management
Corporate Services, Private Client Group, Digital Investing Through Guided Wealth Portfolios
“Bullish or bearish? After last year's geopolitical turmoil, economic malaise, and tumultuous stock market decline, many financial professionals – from investors to asset managers – have strong opinions about what will happen in 2023.”
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American Properties
“American Properties is also seeking Investors for their own Business endeavors, willing to create a fair and equitable relationship, for numerous types of Projects, including Golf Courses, Residential, Commercial Buildings, Restaurants, Wineries, Sto...”
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Bruce Robbins - Financial Advisor
“Have worked with Bruce on a number of projects over the last 5+ years.”
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Hardworking Capital
“Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.”
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Cypress Wealth Services
“Form ADV and Form CRS containimportant information about the advisory services, fees, business, background, and experience of advisory personnel. Form ADV ispublicly available and may be”
Retirement Planning and Investment Management Services in Cathedral City, CA Cost Estimates
Minimum cost
$1049
Maximum cost
$8909
National Average
$3145
Avg Per Hour Rates
$315
$2097
$5765
Average price range is based on
324 cost profiles
Why these companies made our list
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